Anic Equity¶
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Total return since start: 0.663 %¶
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Equity now: -----------------------------> 50809.54 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45250.5 Kr¶
PnL: ---------------------------------------> -327.09 Kr¶
DD now: ---------------------------------> -4.35 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 13:48:03.908331'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| INVISIO | 15 | -0.410000 | 3600.000000 | 37.500000 | 1.050000 | 3562.500000 |
| Hexagon B | 26 | -0.340000 | 3441.100000 | 29.900000 | 0.880000 | 3411.200000 |
| Hexatronic Group | 15 | 3.970000 | 1092.600000 | 24.900000 | 2.330000 | 1067.700000 |
| Vitec Software Group B | 2 | -0.710000 | 1118.000000 | 17.000000 | 1.540000 | 1101.000000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 12.000000 | 1.360000 | 884.000000 |
| Sagax B | 4 | -0.890000 | 894.400000 | 11.200000 | 1.270000 | 883.200000 |
| Orrön Energy | 170 | -2.620000 | 2051.900000 | 11.050000 | 0.540000 | 2040.850000 |
| Profoto Holding | 7 | -0.710000 | 590.800000 | 8.800000 | 1.510000 | 581.999999 |
| Platzer Fastigheter Holding B | 12 | -0.620000 | 956.400000 | 7.200000 | 0.760000 | 949.200000 |
| Addnode Group B | 7 | -1.810000 | 909.300000 | 6.300000 | 0.700000 | 903.000000 |
| HEXPOL B | 8 | -0.500000 | 960.000000 | 4.800000 | 0.500000 | 955.200000 |
| Sandvik | 4 | -1.160000 | 848.400000 | 2.800000 | 0.330000 | 845.600000 |
| ASSA ABLOY B | 4 | -1.190000 | 993.600000 | 2.800000 | 0.280000 | 990.800000 |
| Latour B | 4 | -2.720000 | 856.800000 | 2.800000 | 0.330000 | 854.000000 |
| Alimak Group | 12 | 0.120000 | 1006.800000 | 2.400000 | 0.240000 | 1004.400000 |
| Atrium Ljungberg B | 5 | -0.550000 | 903.500000 | 2.000000 | 0.220000 | 901.500000 |
| JM | 7 | -1.310000 | 949.200000 | 1.400000 | 0.150000 | 947.800000 |
| SKF B | 5 | -1.290000 | 978.750000 | 0.750000 | 0.080000 | 978.000000 |
| Hennes & Mauritz B | 6 | -1.120000 | 909.960000 | 0.000000 | 0.000000 | 909.960000 |
| Byggmax Group | 33 | -1.680000 | 963.600000 | -1.320000 | -0.140000 | 964.920000 |
| AcadeMedia | 20 | -1.060000 | 974.000000 | -1.600000 | -0.160000 | 975.600000 |
| Biotage | 1 | -7.790000 | 145.500000 | -2.000000 | -1.360000 | 147.500000 |
| Catena | 2 | -0.150000 | 800.800000 | -2.800000 | -0.350000 | 803.600000 |
| Eastnine | 6 | -1.270000 | 654.000000 | -3.000000 | -0.460000 | 657.000000 |
| BioGaia B | 8 | -2.010000 | 899.200000 | -3.200000 | -0.350000 | 902.400000 |
| Gränges | 10 | 3.620000 | 1031.000000 | -5.000000 | -0.480000 | 1036.000000 |
| Vitrolife | 3 | -1.760000 | 670.800000 | -6.200000 | -0.920000 | 677.000001 |
| EQT | 4 | -2.390000 | 864.400000 | -6.400000 | -0.730000 | 870.800000 |
| Hoist Finance | 36 | 0.180000 | 1000.800000 | -7.200000 | -0.710000 | 1008.000000 |
| OX2 | 12 | -4.230000 | 895.800000 | -10.800000 | -1.190000 | 906.600000 |
| BHG Group | 109 | -6.250000 | 1406.100000 | -13.080000 | -0.920000 | 1419.180000 |
| Investor B | 3 | -1.510000 | 644.850000 | -13.150000 | -2.000000 | 657.999999 |
| Creaspac SPAC | 40 | -0.730000 | 3800.000000 | -24.000000 | -0.630000 | 3824.000000 |
| VEF | 788 | -2.400000 | 1858.100000 | -39.400000 | -2.080000 | 1897.504000 |
| Balco Group | 39 | -2.330000 | 1801.800000 | -73.200000 | -3.900000 | 1874.999997 |
| Sedana Medical | 93 | -1.310000 | 2667.240000 | -316.340000 | -10.600000 | 2983.577733 |
| TOTAL | 45250.500000 | -327.090000 | -4.35014% | 45577.591729 |
Updated:¶
'2023-06-19 13:48:21.423934'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
